Senior Portfolio Manager - Wealth Advisory
Walrath Recruiting
Walrath Recruiting is looking for a Portfolio Manager in Albany, NY. This role involves leading portfolio strategy and maintaining client relationships within a wealth management team. Candidates need a Bachelor’s degree and 6+ years of experience in portfolio management. The position offers a hybrid work schedule, competitive salary, and benefits including health, dental, and vision coverage, as well as a 401K plan. #J-18808-Ljbffr Walrath Recruiting
$70k - $85k
A leading consulting firm is seeking a Senior Consultant to manage client assignments and provide engagement solutions. The role involves conducting operational efficiency studies, client communication, and performing analytical procedures. Candidates should have a minimum...SeniorRemote jobFull time- UMB Bank is seeking a Credit Portfolio Manager based in Albany, NY. You will manage a portfolio of Business Banking and Small Business Banking loans, ensuring timely reviews and modifications. Your role includes monitoring financial statements and collaborating with Relationship...Senior
$147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager located in Albany, New York. In this role, you will lead tax planning projects, manage teams, and provide advisory services to clients in real estate, hospitality, and construction sectors. You will analyze...Senior$128k - $268k
KeyCorp in Albany is seeking a Senior Director of Family Wealth Consulting to lead advisory services for affluent clients. The role involves building relationships... ..., the position demands expertise in wealth management and proven business development skills. Candidates...Senior$70k - $85k
The Bonadio Group is looking for a business and advisory consultant to manage client assignments directly with Partners. This role involves operational efficiency studies, internal control evaluations, and financial reporting. Ideal candidates will have audit experience...Senior- Ernst & Young Oman is seeking a Senior in Global Trade to lead the design and delivery... ...solutions. You will play a critical role in managing software implementation projects and... ...enthusiastic about joining a rapidly growing advisory practice. #J-18808-Ljbffr Ernst & Young...Senior
$66.7k - $122.98k
...Division: Commercial Reports to: Head of Portfolio & Credit Administration Status:... ...multiple Commercial Banker(s) (CB) with the management of a defined portfolio of existing... ...business requests that would be presented to senior lender and senior credit officer. •...Senior- ...What You'll Do The Senior Director, Intellectual Property Counsel is a senior leadership position within the Teradata... ...monetize, and enforce Teradata's intellectual property portfolio. The Senior Director will manage a small team of IP professionals and outside counsel, and...SeniorPermanent employmentContract workWork at office
$75k - $105k
Uhy Llp, located in Albany, NY, seeks a Tax Senior Accountant to lead tax engagements and manage client relationships. The role involves preparing tax returns, conducting tax research, and mentoring junior staff. The successful candidate will have 3-6 years of experience...Senior$100k - $125k
...Salary: $100k – $125k/year Job Title: Portfolio Manager Job#: 5856 Location: Albany, NY Category: Financial Services Position Type: Full-time... ...strong client relationships within a collaborative wealth management environment. Responsibilities Design, implement, and...Full timeMonday to Friday$160k
...organization and AI Accelerator teams, ensuring AI advisory work is grounded in deliverable,... ...). Serve as engagement lead or senior advisor for AI strategy and advisory projects... ...Familiarity with AI governance, risk management, and responsible AI concepts in regulated...Local areaRemote work$147.4k - $336.8k
EY is seeking a Real Estate Tax Senior Manager based in the City of Troy, New York. This role involves leading tax planning projects, managing a motivated team and engaging with diverse clients, providing key tax insights while working in a hybrid environment. The ideal...SeniorFlexible hours- The Michaels Organization in Albany, NY seeks a Maintenance Superintendent responsible for overseeing maintenance at residential sites. The ideal candidate will have at least 3 years of maintenance experience, preferably in residential properties, and be skilled in carpentry...SeniorFor contractors
$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... .... Skills And Attributes For Success Analyzing an evolving portfolio of increasingly complex tax operations to provide meaningful...SeniorSeasonal workFlexible hours- ...A federal consulting firm is seeking a Senior Financial Investigator in Albany, NY, providing legal support and investigative services to a federal agency. The ideal candidate has over four years of experience in conducting complex investigations related to federal law...Senior
- ...expected to hold relevant licenses and have a background in financial services. Training and mentorship will be provided to help develop a successful career in wealth management. Competitive salary and benefits are part of this rewarding role. #J-18808-Ljbffr Bank of America
$140k - $180k
...Join Our Property Management Team In New York City We are a leading global real estate investor, developer and manager. We combine our capital with our capabilities to create real estate that strengthens economies and communities. By prioritizing people, partnerships...SeniorTemporary work$90k
...service, vertically integrated leader in real estate development and management with over 50 years of industry expertise. Our mission is to... ...Join Our Team! We have an immediate need for full-time Senior Property Manager to join the team overseeing the City Station...SeniorFull timeWork at officeImmediate startMonday to FridayWeekend workAfternoon shift$70 - $80 per hour
Back Portfolio Project Manager Job Title: Project Manager Location: Albany, NY (Onsite) Duration: 12 Months (with potential for extension) Start Date: 7/20/26 Hourly Rate: $70-$80/hour Employment Type: Full Time Application Deadline: 6/22/26 Overview We are seeking a...Hourly payFull timeLocal area- Albany-Medical-Center is seeking a Financial Analyst to provide vital support for grant management and budget operations within the Molecular & Cellular Physiology department. This role entails developing budgets, ensuring compliance with financial controls, and preparing...Senior
$120k - $127k
...Investment Strategy for TruePlan Benefit and Retirement Advisors. This role involves executing investment advisory services, communicating investment advice, and managing Client investments, primarily for defined contribution plans. Candidates should have a Bachelor's...SeniorRemote job- Voya Financial in Albany, NY, is seeking a candidate who can deliver personalized investment solutions that assist clients in achieving their long-term financial objectives. The role involves creating thorough financial plans and ensuring accuracy in the process. The ideal...Senior
- ...Employment Type: Full‑Time, Mid‑Level Department: Financial Investigation CGS is seeking a Senior Financial Investigator to join our team providing legal support and investigative services to a large federal agency. CGS brings motivated, highly skilled, and creative people...SeniorFull timeInterim roleLocal areaFlexible hours
- ...The NYSTEC program manager will provide advisory services to the NYSED SAMS project director. Further, the program manager will facilitate and coordinate all NYSTEC tasks with the NYSED project director, the implementation vendor(s), and New York State Office of Information...SeniorWork at office
- KPMG is currently seeking a GitHub Product Owner to join their Global Advisory Group. This role involves designing and governing the GitHub platform, ensuring secure control and integration architectures. The ideal candidate has ten years of experience with GitHub Enterprise...Senior
$78.77k - $122.1k
...Senior Internal Auditor page is loaded## Senior Internal Auditorlocations: 43 New Scotland Avenue Albany, NY 12208time type: Full timeposted... ...$122,099.12The Senior Internal Auditor will work closely with management to better understand and respond to Compliance concerns...SeniorShift work$61k - $119k
...Protection Education Funding Investment & Advisory Services Trust Services Retirement... ...tailored to every client's unique needs Manage your client's financial plans to help them... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory...Contract workFor contractorsWork at office- Accenture is seeking a Senior Manager for Manufacturing Systems specializing in Siemens MES to help clients solve complex manufacturing challenges... ...products and a strong background in consulting or technical advisory roles. The candidate will be responsible for leading project...Senior
$116k - $216k
...Street, Albany New YorkProduct Owner Group Manager - WealthThe Product Owner Group Manager (Wealth) provides senior leadership across a portfolio of digital and third-party wealth... ...Wealth segments, including brokerage, advisory, trust, private banking, and institutional...Work experience placementWork at officeFlexible hours- ...position offers the opportunity to contribute to the safety and security of the community through strategic analysis and program management. You will be part of an essential agency focused on emergency services, ensuring preparedness and response initiatives are effectively...SeniorFull time
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